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Baker Avenue Asset Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Baker Avenue Asset Management’s Portfolio CFO Stock Details CFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-142
Closed -$8.85K – 1605
2023
Q1 		$8.85K Buy
+142
New +$8.96K ﹤0.01% 780

Other funds holding CFO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baker Avenue Asset Management's CFO Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q2 2023, closing a stake of 142 shares — an estimated $8.85K sold.

Baker Avenue Asset Management first reported a position in CFO in Q1 2023 and held it in 1 quarter. The position peaked at $8.85K in Q1 2023. 76 funds tracked by Wall St. Rank hold CFO as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 142 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $8.85K.
  • Baker Avenue Asset Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $8.85K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.